# FIRST TR EXCHNG TRADED FD VI (BUFR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BUFR/

- Reporting holders: 25
- Reported value: $87.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $20.7M | 552,335 | 1.6% | 16 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $10.0M | 267,801 | 2.8% | 3 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $9.2M | 246,013 | 6.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.1M | 242,074 | 0.1% | 8 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $8.2M | 218,132 | 2.4% | 2 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $4.4M | 118,220 | 0.3% | 21 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.9M | 105,080 | 0.4% | 11 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $3.8M | 100,862 | 1.7% | 7 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $3.2M | 83,984 | 0.8% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.8M | 73,965 | 0.1% | 12 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $2.5M | 67,000 | 1.0% | 6 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.0M | 53,120 | 0.1% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.8M | 48,188 | 0.4% | 12 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $1.3M | 34,553 | 0.6% | 20 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $1.0M | 27,483 | 0.2% | 4 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $915.6K | 24,435 | 0.7% | 8 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $730.7K | 19,500 | 0.1% | 1 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $666.9K | 17,798 | 0.4% | 8 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $537.1K | 14,334 | 0.2% | 10 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $325.8K | 8,592 | 0.1% | 16 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $286.2K | 7,637 | 0.1% | 3 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $261.9K | 6,989 | 0.2% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $83.7K | 2,234 | 0.0% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $42.9K | 1,145 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $25.6K | 683 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $87.8M |
| Q2 2026 | 535 | $8.7B |
| Q1 2026 | 502 | $7.4B |
| Q4 2025 | 504 | $7.0B |
| Q3 2025 | 439 | $6.4B |
| Q2 2025 | 440 | $6.0B |
| Q1 2025 | 434 | $5.4B |
| Q4 2024 | 418 | $5.2B |
| Q3 2024 | 352 | $4.4B |
| Q2 2024 | 325 | $3.8B |
| Q1 2024 | 286 | $3.1B |
| Q4 2023 | 265 | $2.5B |